|
1
|
Bank of New York Mellon
New York
|
$12.5M
|
-$125K
|
-5,058
|
-1%
|
|
|
2
|
Equitable Holdings
New York
|
$9.21M
|
-$169K
|
-6,819
|
-2%
|
|
|
3
|
Goodman Advisory Group
Needham,
Massachusetts
|
$6.01M
|
-$3.1K
|
-125
|
-0.1%
|
|
|
4
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$4.92M
|
+$347K
|
+13,985
|
+8%
|
|
|
5
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$4.72M
|
+$9.17K
|
+370
|
+0.2%
|
|
|
6
|
|
$3.94M
|
+$1.17M
|
+47,225
|
+42%
|
|
|
7
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$3.77M
|
+$180K
|
+7,271
|
+5%
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.19M
|
-$40.7K
|
-1,642
|
-1%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$2.6M
|
-$155K
|
-6,274
|
-6%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.4M
|
-$190K
|
-7,671
|
-7%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.4M
|
+$154K
|
+6,208
|
+7%
|
|
|
12
|
COFG Advisors
Oak Brook,
Illinois
|
$2.33M
|
+$2.35M
|
+95,014
|
New
|
|
|
13
|
MY Wealth Management
Germantown,
Maryland
|
$2.3M
|
-$245K
|
-9,873
|
-10%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.1M
|
+$36K
|
+1,452
|
+2%
|
|
|
15
|
AE Wealth Management
Topeka,
Kansas
|
$1.98M
|
-$279K
|
-11,252
|
-12%
|
|
|
16
|
|
$1.98M
|
-$233K
|
-9,416
|
-10%
|
|
|
17
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.9M
|
+$335K
|
+13,498
|
+21%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$1.8M
|
-$71.1K
|
-2,869
|
-4%
|
|
|
19
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
$1.59M
|
-$20K
|
-806
|
-1%
|
|
|
20
|
Crumly & Associates
Springfield,
Illinois
|
$1.58M
|
-$334K
|
-13,476
|
-17%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.57M
|
+$77.7K
|
+3,136
|
+5%
|
|
|
22
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.43M
|
+$264K
|
+10,670
|
+22%
|
|
|
23
|
Columbus Macro
New Castle,
Pennsylvania
|
$1.26M
|
+$90.1K
|
+3,637
|
+8%
|
|
|
24
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$1.2M
|
-$82.5K
|
-3,327
|
-6%
|
|
|
25
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$1.18M
|
-$28.4K
|
-1,147
|
-2%
|
|
